See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,758 | $65,561+24.7% | $86,188-5.1% | $75,163+8.8% |
| Participation rate | 63.3% | 60.5%+2.8pp | 69.0%-5.7pp | 67.2%-3.9pp |
| Annual return | 20.28% | 46.05%-25.8pp | 1168.45%-1148.2pp | 160.62%-140.3pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,272 | $3,024+8.2% | $3,985-17.9% | $4,125-20.7% |
| Admin fee / account holder | $6,057 | $5,474+10.6% | $6,852-11.6% | $5,651+7.2% |